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software company

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 18, 2026 by Andrew Ross Sorkin · across every show →

Everything said about software company, oldest first

Mar 18, 2026 bearish
Insight
Sorkin: AI Threat To SaaS Recurring Revenue Could Trigger Credit Defaults
“Well, if you decide the software company is no longer a thing and may not have this recurring revenue, all of a sudden its value has to come down, and all of a sudden, therefore, they would have to lose all their money, and then if for the credit guys who loan…”
Andrew Ross Sorkin Mar 18, 2026 ▶ 35:13 Are We Screwed If AI Works? — With Andrew Ross Sorkin
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